Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 8,592 shares of XMHQ stock, worth $892,451. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,592
Previous 27,045
68.23%
Holding current value
$892,451
Previous $2.62 Million
66.43%
% of portfolio
0.07%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
364Shares Held
40MCall Options Held
6.3KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC4.96MShares$515 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.94MShares$202 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.85MShares$192 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$191 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.67MShares$173 Million0.18% of portfolio